Speaker 1: Bloomberg Audio Studios, Podcasts, radio news.
Speaker 2: The single best idea, just a spectacular day. It's a Friday,
Speaker 2: it's two above zero in New York, or feels that
Speaker 2: way at least three day weekend, and our team lined
Speaker 2: up just a great set, eclectic set of conversations. I
Speaker 2: really can't say enough about spur of the moment. Golnar
Speaker 2: Montevali joining us from London. She has been definitive reporting
Speaker 2: for Bloomberg News in Tehran for almost a decade. It
Speaker 2: was good to catch up with her in London. She
Speaker 2: was piercing about the future of her Persia. Ibrahm Mrbari
Speaker 2: as well. You know him from Foreign Exchange. He was
Speaker 2: born in Tehran and we treasure his comments on his
Speaker 2: Persia and the global diaspora of Iran. Avery Sheffield joined
Speaker 2: us from Rockefeller Asset. It's just real simple. This market
Speaker 2: can keep going. Let's listen.
Speaker 3: You always think that potentially the madness will abate, but
Speaker 3: I think what we're likely to continue to see is
Speaker 3: that the madness abates when the data comes through and
Speaker 3: that checks wherever the markets are going. And what we've
Speaker 3: really seen coming into this year is of course very
Speaker 3: high expectations following a market that's been very strong for
Speaker 3: three years. And I think that what that means is
Speaker 3: that looking ahead, it's going to be tougher and you're
Speaker 3: going to want to be much more selective in your
Speaker 3: stock selection.
Speaker 2: Amy Sheffield, Rockefeller Asset Management as well. Alexis Crow came
Speaker 2: by with PwC really a definitive knowledge of Europe, her
Speaker 2: workout of Saint Andrews in a London School of economics.
Speaker 2: Alexis Crow on the steps forward for Europe.
Speaker 4: Global markets by and large do not care about geopolitics.
Speaker 4: Is shrug it off right interesting that the single largest
Speaker 4: spike that we had in the Vics and the volatility
Speaker 4: index happened when investors and market participants were concerned about
Speaker 4: an unwinding in the carry trade with Japan. So it's
Speaker 4: not geopolitics, it is monetary.
Speaker 2: Thank you, Alexis Crow, piercing earlier on Europe where she
Speaker 2: just said, this is the year they have to get
Speaker 2: their act together. We're on podcasts, they grow each and
Speaker 2: every day on Apple, on Spotify, thank you for your attention.
Speaker 2: On Spotify podcasts and on YouTube podcasts. It's single best
Speaker 2: idea